Insights

We are becoming accustomed to daily moves in share prices, prompted by short-term news with varying degrees of credibility. Such developments shouldn’t cloud our view on a company’s long-term prospects. Novo Nordisk and Roche have recently been the subject of market concern. We place those worries in the context of our long-term analysis and judgement.

ASML’s most recent results sparked volatility across the tech sector. Were investors right to be worried? Investment manager Tom Miedema visited the “the most important tech company you’ve never heard of” to find out more.

Is the company AGM “a frivolous waste of time” as Jamie Dimon claims? From Brooklyn to Milan, Alan Edington considers the increasingly heated debate around shareholder rights.

From robots in operating theatres to heart valve replacements, there have been many remarkable innovations in medical technology. However, such success does not come without challenges. Des Armstrong recently travelled to the US to investigate the current industry dynamics and, crucially, the companies that can and will continue to thrive.

Greggs is a British institution. Its sausage roll has become part of our national culture. Despite marked inflation in input costs, a tough environment for the UK consumer and the pressures of what is a highly competitive sector, this bakery and convenience food chain has continued to grow.

With the Japanese equity market showing considerable volatility of late, Executive Director Charlie Macquaker discusses how the Japan renaissance story has panned out, and stresses the need to focus on company fundamentals.

Is the mighty US consumer finally feeling the pinch? Amidst signs of a slowdown in spending, investment manager Ashley-Jane Kyle takes a look at how some consumer-facing companies are faring.

The promise of artificial intelligence is now becoming a reality. Investment manager Tom Miedema highlights how leading companies are exploring, embracing, and harnessing the opportunities afforded by this evolving technology.

This summer Europe will play host to the Paris Olympics, Uefa’s European football championship and the phenomenon that has become Taylor Swift’s New Eras tour, bringing tourists from around the world. Europe’s global champions across luxury goods, consumer products and travel sectors too will be on show and in sporting terms, many of these companies are well placed for podium positions.

With US equities enjoying a sustained period of dominance over their international peers, some investors have questioned the wisdom of looking beyond US shores, preferring instead to stick exclusively with the world’s dominant market. Whilst this approach is perhaps understandable, we think it risks leaving long-term opportunities on the table.